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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,185 | $105,210+25.6% | $159,487-17.1% | $85,851+54.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 21.07% | 45.08%-24.0pp | 263.71%-242.6pp | 318.63%-297.6pp |
| Employer contribution / active EE | $3,016 | $3,319-9.1% | $4,831-37.6% | $2,565+17.6% |
| Participant deferral / active EE | $9,225 | $5,946+55.1% | $7,354+25.4% | $3,952+133.4% |
| Admin fee / account holder | $2,762 | $6,934-60.2% | $10,804-74.4% | $6,261-55.9% |